Ownership history in Clarus Wealth Advisors · 26 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,559 | +59 | +0.2% | 2.21% | $5.3M | $211.29 |
| 2025 Q3 | ADDED | 24,500 | +800 | +3.4% | 2.25% | $5.1M | $204.79 |
| 2025 Q2 | ADDED | 23,700 | +1,223 | +5.4% | 2.16% | $4.7M | $192.97 |
| 2025 Q1 | ADDED | 22,477 | +2,567 | +12.9% | 2.15% | $4.0M | $187.40 |
| 2024 Q4 | ADDED | 19,910 | +1,598 | +8.7% | 1.88% | $3.8M | $186.96 |
| 2024 Q3 | ADDED | 18,312 | +116 | +0.6% | 1.82% | $3.6M | $192.07 |
| 2024 Q2 | ADDED | 18,196 | +947 | +5.5% | 1.77% | $3.3M | $176.28 |
| 2024 Q1 | REDUCED | 17,249 | -91 | -0.5% | 1.77% | $3.1M | $180.10 |
| 2023 Q4 | REDUCED | 17,340 | -6,030 | -25.8% | 1.76% | $3.0M | $166.88 |
| 2023 Q2 | ADDED | 23,370 | +1,923 | +9.0% | 2.27% | $3.7M | $153.16 |
As of 2025 Q4 — sorted by position size